00:02you're listening to ai prism from seoul economic daily three numbers before the open cost be up
00:090.46 trading value at a yearly low and september rate hike odds jumping to 59.7 foreign investors
00:18just sold korean stocks for a fourth straight month samsung electronics and sk hynix are
00:25suddenly moving in opposite directions on their hbm bets and hbm export prices just broke 70
00:33dollars for the first time ever it's tuesday september 1st here's what today's story could
00:39mean for the korean market fed chair kevin warsh's hawkish jackson hole remarks reignited rate hike
00:47fears just as the cosby remained stuck in a narrow box after july's 22 plunge rate sensitive biotech
00:55and brokerage names took the hardest hit as a result trading activity and investor deposits
01:01have both thinned out sharply a signed conviction is draining from the market ahead of the september
01:06fed meeting here's what the numbers show the cosby closed at 6820.02 up 0.46 percent while
01:16the cosdaq slipped 0.49 percent to 834.29 as rate sensitive biotech and brokerage names led losses
01:26august's average daily trading value came in at 25.75 trillion one roughly half of june's 50.35 trillion
01:34one peak and investor deposits fell below 100 trillion one for a third straight day warsh's hawkish
01:42remarks pushed september rate hike odds from 35 percent to 59.7 percent with the next fomc decision
01:50due september 15th to 16th foreign investors sold a net 10.17 trillion one in august extending their
01:59selling streak to a fourth straight month samsung electronics gained 1.18 percent over the past month
02:06while sk hynix dropped 8.98 percent as ls securities raised samsung's target price 12.5 percent to 450
02:15000 won and cut sk hynix's target 27.3 percent to 2.4 million one hbm export prices jumped 9
02:25.5 percent to
02:2776 dollars and 13 cents per unit in july the first time above 70 dollars even as export volumes fell
02:3527.3 percent on long-term supply contracts squeezing spot availability so what does this mean for
02:43investors watching the board today earlier we said samsung and sk hynix are moving in opposite directions
02:50here's what that actually means for you the market is repricing who captures more of next year's
02:56hbm4 upside with samsung's yield improvement narrowing the premium that's long favored sk hynix
03:02watch the september 15th to 16th fomc decision and the jobs and inflation data landing before it
03:11they'll decide whether the cosby can break out of its box or stays pinned until foreign selling eases
03:18this is market context not investment advice position sizing and timing are your call
03:25what to watch the september 15th to 16th fomc decision where a hike would likely keep any
03:33cosby rebound on hold august's non-farm payrolls and cpi data do before that meeting and whether
03:41samsung's hbm4 yield gains keep pressuring sk hynix's profit estimates and valuation premium
03:48that's today's ai prism stock investors this episode was produced with ai assistance based
03:55on sole economic daily reporting and reviewed by a human editor ai prism is a juan afra award-winning
04:03series we'll be back tomorrow you've been listening to ai prism from sole economic daily
04:09is a juan afra award-winning
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